Attachment Management

Add or modify attachments directly from document apps

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    STORY BEHIND THE FEATURES

    ODOO BEHAVIOR

    On any object is Odoo, you can add attachment. But you can do it only from the form view - button attachment. If you load a document, you cannot easily attach it to an object directly from the document app.

    CLUEDOO BEHAVIOR

    You can directly attach your loaded document from the document app, by selecting the related object (sales order, invoice,...) and then the related record.

    MODULE+

    Improve Document apps UX in order to directly work from this app.

    CLUEDOO'S RECOMMENDATION

    To be installed on 100% of the database.

    OUR FEATURES AS SOLUTION

    Link document on Document to a record


    Move attachment from record to another record


    HOW TO USE THIS MODULE ?

    1

    On document, we have the edit icon 




    2

    When we click on the edit icon, it will show a wizard where we can relate the attachment to a record. Then we can also click on "Related Record" to see the record that has the attachment















    3
    Now we have attachment in the record